ZipRecruiter

Log In

2

Entrylevel Financial Advisor Jobs in Worcester, MA

NYL - Boston

Financial Planner

Westborough, MA

$80K - $150K/yr

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...

NYL - Boston

Financial Planner

Westborough, MA · On-site

$78K - $105K/yr

Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be ...

Focus Financial Partners

Associate, Trading

Needham, MA · On-site

$60K - $80K/yr

SCS Financial is looking for a Trading Associate to join our team in a trade execution and ... Advisors, custodians, and executing brokers. * Assist with maintaining client accounts within ...

Focus Financial Partners

Associate, Trading

Needham, MA · On-site +1

$60K - $80K/yr

SCS Financial is looking for a Trading Associate to join our team in a trade execution and ... Advisors, custodians, and executing brokers. * Assist with maintaining client accounts within ...

Raising Cane's

Cook

Framingham, MA · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Dinner/Close Shift

Marlborough, MA · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Dinner/Close Shift

Marlborough, MA · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Dinner/Close Shift

Marlborough, MA · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Framingham, MA · On-site

$17/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

next page

Showing results 1-20

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Worcester, MA

Entrylevel Financial Advisor information

See Worcester, MA salary details

$35.9K

$101.9K

$143.7K

How much do entrylevel financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for entrylevel financial advisor in Worcester, MA is $101,912.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,800.00 and $130,700.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are popular job titles related to Entrylevel Financial Advisor jobs in Worcester, MA?

For Entrylevel Financial Advisor jobs in Worcester, MA, the most frequently searched job titles are:

What job categories do people searching Entrylevel Financial Advisor jobs in Worcester, MA look for?

The top searched job categories for Entrylevel Financial Advisor jobs in Worcester, MA are:

What cities near Worcester, MA are hiring for Entrylevel Financial Advisor jobs?

Cities near Worcester, MA with the most Entrylevel Financial Advisor job openings:

Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Worcester, MA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Hybrid job distribution, with an average salary of $101,912 per year, or $49 per hour.

Financial Planner

NYL - Boston

Westborough, MA

$80K - $150K/yr

Full-time

Medical, Life, Retirement

Re-posted 8 days ago

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:

$80,000 - $150,000 yearly


Responsibilities:
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is preferable, but not required

About Company

At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.

What We Offer You:

  • 401(k)
  • Pension
  • Full health benefit package
  • Life insurance
  • Disability insurance